IJJ vs BBUS
Comparison between ISHARES S&P MID-CAP 400 VALUE ETF (IJJ, ETF) and JPMORGAN BETABUILDERS U.S. EQUITY ETF (BBUS, ETF).
5-Year PerformanceBBUS has outperformed IJJ, delivering a return of +12.6% compared to +9.3%
IJJ vs BBUS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IJJ
$8.80B
Winner
BBUS
$8.90B
Expense Ratio
IJJ
0.18%
Winner
BBUS
0.02%
Max Drawdown
IJJ
59.57%
Winner
BBUS
35.35%
Sharpe Ratio
IJJ
1.02
Winner
BBUS
1.25
5Y Beta
Winner
IJJ
0.88
BBUS
0.97
P/E Ratio
Winner
IJJ
20.75
BBUS
25.62
Forward P/E
Winner
IJJ
14.33
BBUS
20.59
PEG Ratio
Winner
IJJ
0.06
BBUS
0.34
5Y Dividends CAGR
Winner
IJJ
10.22%
BBUS
6.79%
5Y EPS CAGR
IJJ
11.03%
Winner
BBUS
29.35%
Debt to Equity
Winner
IJJ
32.90%
BBUS
51.89%
P/S Ratio
Winner
IJJ
1.11
BBUS
3.75
P/B Ratio
Winner
IJJ
2.16
BBUS
5.60
IJJ vs BBUS - Holdings Comparison
IJJ and BBUS have 6 common holdings. Overlap is 0.13%
IJJ's top 25 holdings weight is 20.80%. BBUS's top 25 holdings weight is 48.99%.
| Rank | IJJ | BBUS |
|---|---|---|
| #1 | US FOODS HOLDING CORP (USFD) - 1.37% | NVIDIA CORP (NVDA) - 7.87% |
| #2 | RELIANCE INC (RS) - 1.22% | APPLE INC (AAPL) - 6.64% |
| #3 | TD SYNNEX CORP (SNX) - 1.07% | MICROSOFT CORP (MSFT) - 5.48% |
| #4 | WESCO INTERNATIONAL INC (WCC) - 1.01% | AMAZON.COM INC (AMZN) - 3.93% |
| #5 | PERFORMANCE FOOD GROUP CO (PFGC) - 1.01% | ALPHABET INC CLASS A (GOOGL) - 3.01% |
| #6 | OVINTIV INC (OVV) - 0.99% | BROADCOM INC (AVGO) - 2.90% |
| #7 | ANNALY CAPITAL MANAGEMENT INC (NLY) - 0.96% | ALPHABET INC CLASS C (GOOG) - 2.42% |
| #8 | JONES LANG LASALLE INC (JLL) - 0.95% | META PLATFORMS INC CLASS A (META) - 1.90% |
| #9 | PERMIAN RESOURCES CORP CLASS A (PR) - 0.95% | MICRON TECHNOLOGY INC (MU) - 1.54% |
| #10 | REINSURANCE GROUP OF AMERICA INC (RGA) - 0.90% | JPMORGAN CHASE & CO (JPM) - 1.47% |
| #11 | ARAMARK (ARMK) - 0.90% | ELI LILLY AND CO (LLY) - 1.46% |
| #12 | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 0.90% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.42% |
| #13 | TOLL BROTHERS INC (TOL) - 0.82% | TESLA INC (TSLA) - 1.38% |
| #14 | BORGWARNER INC (BWA) - 0.81% | ADVANCED MICRO DEVICES INC (AMD) - 1.18% |
| #15 | ALCOA CORP (AA) - 0.81% | EXXONMOBIL HOLDINGS CORP (XOM) - 1.00% |
| #16 | ENTEGRIS INC (ENTG) - 0.78% | JOHNSON & JOHNSON (JNJ) - 0.94% |
| #17 | ILLUMINA INC (ILMN) - 0.76% | VISA INC CLASS A (V) - 0.89% |
| #18 | CROWN HOLDINGS INC (CCK) - 0.75% | WALMART INC (WMT) - 0.76% |
| #19 | SHARKNINJA INC (SN) - 0.75% | CISCO SYSTEMS INC (CSCO) - 0.73% |
| #20 | HF SINCLAIR CORP (DINO) - 0.74% | MASTERCARD INC CLASS A (MA) - 0.68% |
| #21 | APTARGROUP INC (ATR) - 0.48% | AMERICAN EXPRESS CO (AXP) - 0.28% |
| #22 | ONTO INNOVATION INC (ONTO) - 0.47% | SANDISK CORP ORDINARY SHARES (SNDK) - 0.28% |
| #23 | WESTERN ALLIANCE BANCORP (WAL) - 0.47% | PEPSICO INC (PEP) - 0.28% |
| #24 | n/a (VNOM) - 0.47% | ANALOG DEVICES INC (ADI) - 0.28% |
| #25 | COREBRIDGE FINANCIAL INC (CRBG) - 0.46% | THE WALT DISNEY CO (DIS) - 0.27% |
| Total Holdings | 260 | 432 |
IJJ vs BBUS - Historical Returns
Returns include dividend reinvestment.
1M
IJJ
+1.06%
Winner
BBUS
+2.37%
3M
Winner
IJJ
+6.92%
BBUS
+3.51%
6M
IJJ
+5.15%
Winner
BBUS
+11.77%
1Y
IJJ
+19.63%
Winner
BBUS
+21.35%
5Y(CAGR)
IJJ
+9.29%
Winner
BBUS
+12.64%
10Y(CAGR)
IJJ
+10.37%
BBUS
N/A
Max(CAGR)
IJJ
+10.39%
Winner
BBUS
+16.07%
IJJ vs BBUS - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IJJ | BBUS |
|---|---|---|
| 2026 | +12.76% | +12.36% |
| 2025 | +7.94% | +17.98% |
| 2024 | +11.60% | +25.63% |
| 2023 | +15.45% | +27.68% |
| 2022 | -7.75% | -19.87% |
| 2021 | +32.74% | +28.82% |
| 2020 | +3.67% | +19.58% |
| 2019 | +25.41% | +16.54% |
| 2018 | -12.86% | N/A |
| 2017 | +11.19% | N/A |
| 2016 | +27.52% | N/A |
| 2015 | -6.57% | N/A |
| 2014 | +12.92% | N/A |
| 2013 | +30.57% | N/A |
| 2012 | +16.68% | N/A |
| 2011 | -3.96% | N/A |
| 2010 | +20.61% | N/A |
| 2009 | +31.51% | N/A |
| 2008 | -34.46% | N/A |
| 2007 | +1.56% | N/A |
| 2006 | +12.53% | N/A |
| 2005 | +13.12% | N/A |
| 2004 | +18.20% | N/A |
| 2003 | +36.87% | N/A |
| 2002 | -9.74% | N/A |
| 2001 | +10.26% | N/A |
| 2000 | +19.96% | N/A |
IJJ vs BBUS Drawdown Comparison
The maximum drawdown for IJJ was -58.01%, occurring on Mar 9, 2009. Recovery took 927 trading sessions.
The maximum drawdown for BBUS was -35.35%, occurring on Mar 23, 2020. Recovery took 152 trading sessions.
The current IJJ drawdown is -1.74%. The current BBUS drawdown is -1.63%.
| Rank | IJJ | BBUS |
|---|---|---|
| #1 | -58.01% Jun 4, 2007 - Feb 7, 2011 | -35.35% Jan 16, 2020 - Aug 24, 2020 |
| #2 | -46.11% Jan 16, 2020 - Dec 4, 2020 | -25.46% Dec 29, 2021 - Dec 13, 2023 |
| #3 | -32.55% Apr 17, 2002 - Oct 7, 2003 | -19.01% Feb 19, 2025 - Jun 26, 2025 |
| #4 | -27.56% Apr 29, 2011 - Mar 15, 2012 | -9.57% Sep 2, 2020 - Nov 13, 2020 |
| #5 | -22.84% Aug 29, 2018 - Nov 5, 2019 | -9.21% Jan 12, 2026 - Apr 15, 2026 |
| #6 | -22.67% Nov 25, 2024 - Dec 10, 2025 | -8.54% Jul 16, 2024 - Sep 19, 2024 |
| #7 | -21.32% May 22, 2001 - Mar 1, 2002 | -6.68% May 3, 2019 - Jun 20, 2019 |
| #8 | -21.22% Jun 23, 2015 - Jul 12, 2016 | -5.94% Jul 26, 2019 - Oct 25, 2019 |
| #9 | -19.09% Jan 4, 2022 - Jan 27, 2023 | -5.31% Mar 28, 2024 - May 14, 2024 |
| #10 | -18.74% Feb 2, 2023 - Dec 19, 2023 | -5.28% Sep 3, 2021 - Oct 20, 2021 |
| #11 | -11.66% Feb 15, 2001 - Apr 30, 2001 | -5.18% Oct 29, 2025 - Dec 11, 2025 |
| #12 | -11.65% Mar 19, 2012 - Sep 6, 2012 | -4.72% Feb 12, 2021 - Mar 15, 2021 |
| #13 | -11.48% May 8, 2006 - Nov 15, 2006 | -4.60% Jun 2, 2026 - Aug 4, 2026 |
| #14 | -10.59% Feb 6, 2026 - Jun 2, 2026 | -4.45% Nov 18, 2021 - Dec 23, 2021 |
| #15 | -10.46% Sep 2, 2014 - Nov 24, 2014 | -4.31% Dec 6, 2024 - Jan 23, 2025 |
Correlation
Correlation between IJJ and BBUS is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2000 - 2026)
IJJ vs BBUS dividend yield comparison.
| Year | IJJ | BBUS |
|---|---|---|
| 2026 | 0.64% | 0.46% |
| 2025 | 1.79% | 1.07% |
| 2024 | 1.81% | 1.21% |
| 2023 | 1.68% | 1.38% |
| 2022 | 1.97% | 1.57% |
| 2021 | 1.62% | 1.11% |
| 2020 | 1.78% | 1.43% |
| 2019 | 1.70% | 1.37% |
| 2018 | 2.01% | 0.00% |
| 2017 | 1.52% | 0.00% |
| 2016 | 1.67% | 0.00% |
| 2015 | 1.83% | 0.00% |
| 2014 | 1.65% | 0.00% |
| 2013 | 1.48% | 0.00% |
| 2012 | 1.90% | 0.00% |
| 2011 | 1.78% | 0.00% |
| 2010 | 1.56% | 0.00% |
| 2009 | 2.05% | 0.00% |
| 2008 | 3.14% | 0.00% |
| 2007 | 1.74% | 0.00% |
| 2006 | 1.79% | 0.00% |
| 2005 | 1.64% | 0.00% |
| 2004 | 1.20% | 0.00% |
| 2003 | 1.23% | 0.00% |
| 2002 | 1.40% | 0.00% |
| 2001 | 1.18% | 0.00% |
| 2000 | 0.76% | 0.00% |
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